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Allworth Financial’s McDonald's MCD Stock Holding History

Allworth Financial’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24M Buy
77,344
+3,137
+4% +$999K 0.1% 130
2025
Q4 		$22.7M Buy
74,207
+15,630
+27% +$4.79M 0.09% 130
2025
Q3 		$17.8M Buy
58,577
+2,020
+4% +$615K 0.08% 141
2025
Q2 		$16.5M Buy
56,557
+10,550
+23% +$3.25M 0.08% 145
2025
Q1 		$14.5M Buy
46,007
+1,450
+3% +$434K 0.08% 139
2024
Q4 		$12.5M Buy
44,557
+9,162
+26% +$2.73M 0.07% 148
2024
Q3 		$10.8M Buy
35,395
+2,674
+8% +$737K 0.07% 136
2024
Q2 		$8.42M Buy
32,721
+6,483
+25% +$1.72M 0.05% 148
2024
Q1 		$7.4M Buy
26,238
+2,656
+11% +$772K 0.05% 143
2023
Q4 		$6.99M Buy
23,582
+1,155
+5% +$314K 0.05% 153
2023
Q3 		$5.91M Buy
22,427
+1,258
+6% +$359K 0.05% 152
2023
Q2 		$6.32M Sell
21,169
-338
-2% -$98.2K 0.05% 143
2023
Q1 		$6.01M Buy
21,507
+32
+0.1% +$8.57K 0.06% 137
2022
Q4 		$5.66M Buy
21,475
+2,056
+11% +$542K 0.06% 131
2022
Q3 		$4.48M Buy
19,419
+548
+3% +$140K 0.06% 144
2022
Q2 		$4.66M Buy
18,871
+6,599
+54% +$1.63M 0.06% 137
2022
Q1 		$3.04M Buy
12,272
+2,816
+30% +$701K 0.04% 177
2021
Q4 		$2.54M Buy
9,456
+824
+10% +$208K 0.04% 175
2021
Q3 		$2.08M Buy
8,632
+3,901
+82% +$931K 0.03% 164
2021
Q2 		$1.09M Sell
4,731
-1,475
-24% -$343K 0.02% 182
2021
Q1 		$1.39M Buy
6,206
+928
+18% +$198K 0.03% 137
2020
Q4 		$1.13M Buy
5,278
+166
+3% +$36.1K 0.03% 110
2020
Q3 		$1.12M Buy
5,112
+4
+0.1% +$821 0.03% 89
2020
Q2 		$942K Sell
5,108
-5,676
-53% -$1.04M 0.03% 100
2020
Q1 		$1.78M Buy
10,784
+5,865
+119% +$1.16M 0.06% 76
2019
Q4 		$972K Buy
4,919
+480
+11% +$95.2K 0.03% 75
2019
Q3 		$953K Sell
4,439
-56
-1% -$12K 0.04% 66
2019
Q2 		$933K Sell
4,495
-21
-0.5% -$4.16K 0.04% 69
2019
Q1 		$858K Buy
4,516
+99
+2% +$18K 0.04% 67
2018
Q4 		$784K Buy
4,417
+46
+1% +$8.16K 0.04% 66
2018
Q3 		$731K Buy
4,371
+371
+9% +$59.5K 0.03% 74
2018
Q2 		$627K Sell
4,000
-371
-8% -$60.2K 0.03% 79
2018
Q1 		$684K Buy
4,371
+81
+2% +$13.3K 0.05% 51
2017
Q4 		$738K Buy
4,290
+422
+11% +$70.9K 0.06% 43
2017
Q3 		$606K Buy
3,868
+3
+0.1% +$470 0.05% 52
2017
Q2 		$592K Sell
3,865
-1
-0% -$145 0.05% 51
2017
Q1 		$501K Buy
3,866
+45
+1% +$5.65K 0.05% 53
2016
Q4 		$465K Buy
3,821
+878
+30% +$103K 0.05% 55
2016
Q3 		$339K Buy
2,943
+33
+1% +$3.91K 0.04% 73
2016
Q2 		$350K Buy
2,910
+18
+0.6% +$2.25K 0.04% 68
2016
Q1 		$363K Buy
2,892
+103
+4% +$12.3K 0.05% 76
2015
Q4 		$329K Buy
2,789
+1,613
+137% +$180K 0.06% 72
2015
Q3 		$116K Sell
1,176
-441
-27% -$43K 0.04% 121
2015
Q2 		$154K Buy
1,617
+4
+0.2% +$387 0.06% 105
2015
Q1 		$157K Buy
+1,613
New +$153K 0.06% 102
2013
Q4 		– Sell
-1,823
Closed -$175K – 78
2013
Q3 		$175K Buy
+1,823
New +$178K 0.09% 64

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Allworth Financial's MCD Position: Q1 2026 in Review

Allworth Financial increased its McDonald's (MCD) stake by 4.2% in Q1 2026, buying an estimated $999K and bringing the position to 77,344 shares worth $24M. The position accounts for 0.1% of the portfolio, ranked #130.

Allworth Financial first reported a position in MCD in Q3 2013 and has held it in 46 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Allworth Financial held 77,344 shares of McDonald's worth $24M as of Q1 2026.
  • Allworth Financial bought 3,137 McDonald's shares in Q1 2026, an estimated $999K.
  • McDonald's made up 0.1% of Allworth Financial's portfolio in Q1 2026, its #130 holding.
  • Allworth Financial first reported a position in McDonald's in Q3 2013 and has held it in 46 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.